SMSFundamentals

SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line with SMSF requirements and obligations. Apart from specific SMSF-oriented insights and articles that can assist SMSF investment strategy, this section also includes practical tips and insights from registered experts.

Latest Stories

SMSFundamentals: ETFs Get Active

A change of heart from the US SEC may open the door for rapid growth of actively managed ETFs both in the US and Australia.

Apr 16 2019

SMSFundamentals: Passive And ESG Investment On The Rise

Exchange traded fund manager BetaShares observes a shift in investor preference towards passive investment strategies and a growing demand for ESG-based alternatives.

Mar 12 2019

SMSFundamentals: Is Your Super Adequate?

Research from Roy Morgan shows Australians’ level of super contribution is dropping, leading to a risk of insufficient retirement funding.

Nov 21 2018

SMSFundamentals: ETFs Reach A Milestone

As of last month, the Australian ETF market is now bigger than the 80-year old listed investment company market.

Oct 19 2018

Previous Stories

SMSFundamentals: How We Delude Ourselves

Sep 14 2018

Cuffelinks’ Graham Hand makes note of a common error made by investors in assessing their returns.

SMSFundamentals: Women Fall Short On Super

Jul 09 2018

Women are working for longer but compared to men, are looking at a lot less super on retirement.

SMSFundamentals: Financial Advisers In Regulators’ Sights

Jul 02 2018

Australian regulators are cracking down on “one-stop shop” investment advisors to SMSFs, claiming bad advice.

SMSFundamentals: Why Do You Not Own Corporate Bonds?

May 29 2018

Corporate bonds are highly suitable as a portfolio allocation for retirement investors and interest is growing, despite many Australians being unaware of their existence.

SMSFundamentals: ETF Investment Enters The Mainstream

Mar 22 2018

A recent survey suggests investment in Australian exchange traded funds continues to grow a-pace and a wider range of investors is now turning to ETF investment.

SMSFundamentals: A New Phase For Exchange-Traded Funds

Oct 13 2017

SMSF interest is growing in the latest incarnation of exchange-traded products — active ETFs.

SMSFundamentals: How Do We Rate Financial Advice?

Apr 11 2017

A recent survey has made some interesting findings on whether Australians seek financial advice and how that advice is valued.

SMSFundamentals: Can An SMSF Invest In Gold?

Apr 04 2017

There are various regulatory considerations regarding an SMSF investing in gold, jewellery or coins.

SMSFundamentals: An Alternative For The Capped-Out

Dec 15 2016

Superannuation accumulators now “capped-out” by new regulations should consider imputation bonds as an alternative investment, Austock suggests.

SMSFundamentals: When Should You Open Your Own SMSF?

Nov 30 2016

Andrew Zbik of Omniwealth notes self-managed super funds are not for everybody.

« Older Stories

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